Mentor Graphics Corporation MENT

Recommendations for February 2, 2007 (Part 2)

[investorbling]

Concorde

Avid Technology | Steven B. Frankel, CFA, AVID : NNM : US$37.09 | US$1, 547.9M | Buy, Target US$47.00

• Q1/07 should be the bottom

Badger Meter | John Quealy, BMI : AMEX : US$29.45 | US$409.4M | Buy, Target US$30.00

• Q4/06 preview

Cerner Corporation | Dushan Batrovic, CERN : NNM : US$45.80 | US$$3,767.3M | Buy, Target US$55.00

• Strong quarter and outlook

Digene | Matthew Scalo, DIGE : NNM : US$52.99 | US$1,236.0M | Buy, Target US$57.00 ↑

• Good Q; additional DTC spend should benefit F2008

Dolby Laboratories | Steven B. Frankel, CFA, DLB : NYSE : US$33.35 | US$3,761.9M | Buy, Target US$38.00 ↑

• Making beautiful music: Dolby beats and raises, again!

ESCO Technologies | John Quealy, ESE : NYSE : US$48.70 | US$1,285.7M | Buy, Target US$50.00

• Q1/07 preview

Green Mountain Coffee | Scott Van Winkle, CFA, GMCR : NNM : US$64.92 | US$524.3M | Buy, Target US$76.00 ↑

• Strong results even before Keurig accretion begins

Hain Celestial Group | Scott Van Winkle, CFA, HAIN : NNM : US$29.76 | US$1,226.2M | Buy, Target US$34.00

• Weathered the weather well

Mentor Graphics | Dennis C. Wassung, Jr., CFA, MENT : NNM : US$18.68 | US$1,624.7M | Buy, Target US$23.00 ↑

• Stellar Q4; room for F2008 upside

Nautilus | Stephen Colbert, NLS : NYSE : US$16.41 | US$528.1M | Buy, Target US$17.00

• NLS announces intention to purchase Chinese maunfacturing facility

NewWest Gold Corp. | Wendell Zerb, NWG : TSX : C$1.80 | C$105.1M | Speculative Buy, Target C$3.00

• Solid Nevada-based exploration portfolio

Occam Networks | Joanna Makris, OCNW : NNM : US$17.60 | US$337.6M | Buy, Target US$22.00

• What slowdown? All systems go

Open Text Corporation | Peter Misek, OTEX : NNM : US$18.96 | US$952.2M | OTC : TSX | Hold, Target US$20.00

• Preview Q2/F07

QuestAir Technologies | Mark Thompson, CFA, QAR : TSX : C$1.43 | C$74.9M | QAR : LSE | Buy, Target C$1.95

• Q1/07 Preview

Rackable Systems | Mark Kelleher, RACK : NNM : US$20.34 | US$583M | Sell ↓, Target US$14 ↓

• Competition racks guidance; downgrade to SELL

Vertex Pharmaceuticals | Joseph Pantginis, Ph.D., VRTX : NNM : US$34.80 | US$4,311.7M | Buy, Target US$47.00

• Runnin' on all pistons